Fortune Financial Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $733K | Buy |
3,184
+26
| +0.8% | +$5.98K | 0.59% | 51 |
|
|
2025
Q1 | $746K | Buy |
3,158
+2
| +0.1% | +$472 | 0.64% | 48 |
|
|
2024
Q4 | $720K | Sell |
3,156
-1
| -0% | -$228 | 0.65% | 48 |
|
|
2024
Q3 | $778K | Sell |
3,157
-1,989
| -39% | -$490K | 0.7% | 44 |
|
|
2024
Q2 | $1.16M | Buy |
5,146
+5
| +0.1% | +$1.13K | 0.71% | 48 |
|
|
2024
Q1 | $1.26M | Buy |
5,141
+1,999
| +64% | +$492K | 0.8% | 36 |
|
|
2023
Q4 | $772K | Buy |
3,142
+104
| +3% | +$25.5K | 0.54% | 57 |
|
|
2023
Q3 | $619K | Sell |
3,038
-2
| -0.1% | -$407 | 0.47% | 60 |
|
|
2023
Q2 | $622K | Buy |
+3,040
| New | +$622K | 0.47% | 60 |
|